Home / Services / Smart Bookkeeping
Service 01, The Foundation
Smart Bookkeeping & Sales Tax Tracking
Monthly bank and credit card reconciliation in QuickBooks Online or Xero, receipt management through Dext or Hubdoc, and GST/HST/PST filing based on where your business actually sells, not just where it's registered.
The Service
What's actually included every month
- Full reconciliation of every connected bank account and credit card against your general ledger, not just a bank-balance match.
- Categorized, audit-ready books inside QuickBooks Online or Xero, whichever platform you're already on (or want to move to).
- Receipt capture and matching via Dext or Hubdoc, so paper and email receipts stop piling up in a shoebox.
- GST/HST/PST return preparation and filing, calculated correctly for your home province and any additional jurisdictions you sell into.
- A monthly financial snapshot: profit & loss, balance sheet, and a plain-language summary of what changed.
- Direct email access to your bookkeeper, no ticketing queue, no call-back-in-three-days.
Pricing Strategy
Three flat-rate tiers. Never billed by the hour.
We price bookkeeping the way a subscription should be priced: by the volume and complexity of what actually flows through your accounts, agreed before we start, not by a stopwatch on a bookkeeper's desk.
| Package Tier | Target Client Profile | Monthly Transactions | Bank / CC Accounts | Monthly Price (CAD) |
|---|---|---|---|---|
| Starter | Solo consultants, independent tradespeople, local service businesses (painters, coaches) with no inventory | Under 100 transactions | Max 2 (1 bank + 1 credit card) | $350 - $500 |
| Growth | Multi-employee service businesses, small medical/dental clinics, simple e-commerce stores, local restaurants | 100 to 300 transactions | 3 to 5 accounts | $500 - $900 |
| Enterprise | Multi-channel e-commerce (Shopify + Amazon), real estate holding companies, construction firms with job costing | 300+ transactions | 6+ accounts / multi-entity | $1,000 - $1,500+ |
| A “transaction” is any single line item on a bank or credit card statement, a deposit, a payout, a software subscription, a vendor payment. | ||||
Tier 01
Starter
$350-$500/mo
Under 100 transactions · max 2 accounts
- 1 bank + 1 credit card reconciled monthly
- Single-province GST/HST or PST filing
- Dext/Hubdoc receipt capture
- Monthly P&L and balance sheet
Tier 02
Growth
$500-$900/mo
100-300 transactions · 3-5 accounts
- Everything in Starter
- 3-5 bank/credit card accounts reconciled
- Simple e-commerce or POS integration
- Priority email response window
Tier 03
Enterprise
$1,000-$1,500+/mo
300+ transactions · 6+ accounts
- Everything in Growth
- Multi-entity or multi-channel reconciliation
- Job costing & inventory tie-outs available
- Dedicated senior bookkeeper
What Bumps A Client Up A Tier
Four complexity factors that drive the price
Transaction count sets your baseline tier. These four factors move you up within it, always disclosed up front, never sprung on an invoice.
Not Ready For A Paid Tier Yet?
Try GBooks Air, our free bookkeeping app, first.
Same firm, a different starting point. GBooks Air is a full bookkeeping ledger that runs in your browser, free up to 20,000 transactions, no account or credit card required. When it's time for a human to take over, we're right here.
What GBooks Air Handles
- Bank CSV import for RBC, TD, BMO, Scotiabank and CIBC
- GST, HST, PST and QST for all 13 provinces and territories
- Receipt scanning with automatic categorization
- Invoicing, CRA mileage tracking and core reports
Free for solopreneurs and micro-businesses. Multi-account, multi-entity operations are exactly where our paid tiers take over.
Multiple Accounts, Real Bank Feeds, A CRM?
That's GBooks Online, our full platform.
Once you're past a single bank account and CSV imports, GBooks Online connects real bank feeds via Plaid, adds a built-in CRM and job costing, and generates a 13-week cash forecast automatically.
Compare
Want it bundled with payroll and strategy?
The Virtual Finance Department packages bundle this exact bookkeeping service with payroll and Fractional CFO reporting at a blended monthly rate.
View Bundled Packages →Next Step
Not sure which tier fits?
Send us your last three months of bank statements (or just tell us your rough monthly transaction count) and we'll quote your tier in writing within 48 hours.
Request a Tier Quote →